Legal Knowledge Management: Insights and Practice

9781783580873: Legal Knowledge Management: Insights and Practice
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At a time of continued change within the legal industry there is a crucial need for legal knowledge management to support law firm and in-house needs. The knowledge function is the most direct channel for listening and responding to client requirements, and KM can play a key role in adding successfully to a firm's overall strategy. This report highlights the various areas in which KM can have a real impact on a firm's success. The report contains insights and case studies from respected KM experts from the UK, North America, and Asia. It answers key questions, including: Who is leading KM thought and how it is evolving; How knowledge services can be used to differentiate a law firm; How to influence behaviour in legal KM projects; Why adaptability is the key differentiator in effective knowledge systems; What the effects of the digital age are and new considerations in terms of analytics; and How KM can drive successful legal project management and efficiency. The report contains articles and case studies from individuals at firms such as Addleshaw Goddard, Bradford & Barthel, Berwin Leighton Paisner, DLA Piper, Osborne Clarke, and Mayer Brown JSM. An insightful in-house case study has also been included from the Vodafone Global Legal Function. Legal Knowledge Management: Insights and Practice provides expert guidance for delivering cutting-edge KM within your firm. Through the advice and examples provided it will help you to ensure the KM team continue to be a highly valuable asset to your firm's overall business strategy.

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About the Author:

Stephanie Abbott has over 14 years of experience in professional service firms. After making the switch from legal practice, she has held senior roles concerned with organisational development and knowledge management. Her primary focus is on ensuring that these services deliver value to the business and are aligned with the firm's strategy. Stephanie has led strategic programmes within professional service organisations concerning knowledge, learning, and development. These have ranged from transforming the firm's written work product to shifting the culture around leadership and staff management. She has also consulted in the area of evaluating organisational change and development. Since 2011, Stephanie has been director of knowledge, learning & development at Mayer Brown JSM and is based in Hong Kong. Chris Bull is a founding executive director of professional services consultancy Kingsmead Square. His consulting career stretches back to the mid-90s, when his focus was large financial services change projects as part of Ernst & Young's market-leading consulting team. The last two and a half years have been spent advising a wide range of professional service firms, with an emphasis on the legal market, on operational change, and business management. Chris is a regular speaker and writer on all aspects of the management of professional firms. His speaking, writing, and advisory work draws on a long track record of senior roles in the sector. As well as spells with Price Waterhouse and Ernst & Young, Chris was a member of the leadership team of law firm Osborne Clarke as the firm expanded rapidly and built a strong market position amongst the best UK firms. His roles there included chief executive, chief operating officer, and finance director over a hugely enjoyable 12-year period. As COO for Europe and the Americas at professional services outsourcing firm Integreon, he led the development of a legal and business process outsourcing offering that created a legal market leader. Kingsmead Square (founded in 2013 by Chris and former-Barclays executive Louise Fleming) has rapidly built an impressive client base of some of the most innovative and fast-growing professional service firms and new entrants to the market, including a roster of the most high profile alternative business structures and a number of large law firms. Mark Gould has been head of knowledge management at Addleshaw Goddard LLP since 2006, prior to which he was a professional support lawyer in the firm's Competition and Commercial group. Mark is responsible for nurturing the right knowledge environment to allow the firm to work best for clients. This strategic role requires him to liaise closely with lawyers across the firm, with clients, and with other support service leaders. Mark is @markgould13 on Twitter and blogs occasionally at Chris Green is the client support officer within the knowledge management team for DLA Piper. He both leads and works as part of project teams to develop and improve products and services offered by DLA Piper. He works closely with IT, marketing, business development, the pitch team, and other professional support teams. He supports the firm's largest international clients promoting value-added services globally across the firm's practice groups, helping to build strong relationships with clients to better understand their needs. Prior to joining DLA Piper, Chris worked for Addleshaw Goddard as a corporate research advisor. He conducted detailed legal, company, and market research and analysis and supported the firm's professional support and business development teams. Steven J. Harper is the author of The Lawyer Bubble - A Profession in Crisis (Basic Books, 2013). He is a contributing editor to The American Lawyer and adjunct professor at Northwestern University's School of Law and Weinberg College of Arts & Sciences. A Fellow of the American College of Trial Lawyers since 1999, he was a litigator at Kirkland & Ellis for 30 years before retiring in 2008. Steven's prior books include Crossing Hoffa - A Teamster's Story (Borealis Books, 2007), a Chicago Tribune 'Best Book of the Year' that depicts his father's two-year tangle with Jimmy Hoffa from 1959 to 1961; Straddling Worlds - The Jewish-American Journey of Professor Richard W. Leopold (Northwestern University Press, 2008), and The Partnership - A Novel (Amazon CreateSpace, 2010). His legal blog, 'The Belly of the Beast' was named an ABA 'Best Blog of the Year'. Eric Hunter is the director of knowledge, innovation & technology strategies at Bradford & Barthel, LLP and executive director of Spherical Models, LLC. Over the past three years, Eric has integrated a social media, knowledge, and collaboration environment within the firm and is constantly looking to leverage innovation solutions to enhance client service interaction while driving business optimisation solutions internally. Eric leads the Spherical Models team focusing on spherical business models through innovations in big data, social, and collaborative cloud solutions. Eric speaks and writes on competitive strategy, evolving business models, big data, and collaborative cloud solutions globally and is the recipient of ILTA's 2010 'Knowledge Management Champion' Distinguished Peer and ILTA's 2010 'Innovative Member' awards. Follow Eric on Twitter: @thelihunter. Shimrit Janes is currently a freelance consultant and writer. She previously led Reynolds Porter Chamberlain's KM project as part of a Knowledge Transfer Partnership (KTP) with The University of Westminster, a project that sought to develop a social media framework within a wider KM programme. Shimrit's experience and expertise includes developing knowledge solutions using enterprise Web 2.0 tools, using external social media within professional services, and developing frameworks and models in order to formalise the methodologies underpinning practice. Her research has also involved looking into facilitators and blockers to implementing effective knowledge management programmes. The latter forms a part of research conducted as part of the KTP, where she is working on a Social KM Framework intended to guide practitioners through the journey of implementing a social KM programme. Other experience includes consultancy in order to establish requirements and vision for projects, and developing social media strategies for small charities. Megan Jenkins is joint head of central knowledge management at DLA Piper. Her role encompasses client-facing KM, training for KM specialists, and research support. Megan links KM and marketing; acting as part-translator, part-talent scout to ensure that the most relevant know-how and expertise is made useful for clients. She has experienced client know-how needs first hand. In 2011 - 12 she was seconded to an international financial institution as head of KM for their internal legal and compliance functions. She uses her experience at DLA Piper to develop new VAS concepts with IT and marketing, especially the What In-house lawyers Need (WIN) programme. Megan works with the firm's specialist learning and development team to identify skills and training opportunities that meet those needs. The central KM team manages access to the information needed to support DLA Piper's business. Megan has an MA from Cambridge, joined DLA Piper in 2000, was admitted as a solicitor in 2002, practised in commercial property law, and became a commercial property PSL in 2006 before moving into central KM to coordinate cross-group and international projects. Norman Letalik is managing director, Professional Excellence at Borden Ladner Gervais (BLG). His responsibilities include recruitment, mentoring, performance evaluations, continuing education, knowledge management, and professional development activities, which comprise BLG's Professional Excellence Program. Norm is a Fellow of the College of Law Practice Management. Prior to practicing law, Norm was a law professor at Dalhousie University (1980 - 86) and the National University of Singapore (1986 - 88). Norm has delivered numerous papers and presentations throughout the world, and has written more than 50 publications in many areas of law. Norm is an adjunct professor at the University of Toronto Law School where he lectures in the Global Professional LLM Program. Norm was called to the bar of Ontario in 1989 and was added to the rolls as a solicitor in England and Wales in 1998. Norm is a member of the Canadian Bar Association's Legal Futures Initiative team looking at the future of legal education and training in Canada. Norm currently practices in the fields of product liability, class actions, maritime, and shipping law. He is a litigation partner and the National Leader of BLG's Automotive Group. Norm is listed in 'Best Lawyers in Canada' for product liability law and in Lexpert for maritime and shipping law. Norm is the past National Head of the following BLG focus groups: Product Liability, Information Technology, International, and ADR. Jessica Magnusson is head of knowledge development at Osborne Clarke and leads the knowledge and information strategy in the firm. She works closely with the development team and manages the Training & Know-How lawyers. She also oversees the library and information services, which were outsourced to Integreon in 2009. Prior to joining Osborne Clarke in 2011, Jessica was head of knowledge management at Baker & McKenzie where know-how, library, records management, and PSLs also came under her remit. She has a finance and accounting background, and her KM expertise was grounded at Arthur Andersen where she worked in the business consulting and financial services groups. Christoph Schmaltz is founder and director of thinknext, a business consultancy that helps clients to successfully transition from a traditional business to a networked business. He has vast experience of implementing social business and social media initiatives, especially for professional services and consumer product companies. Christoph is particularly interested in behavioural psychology and intercultural communication - two aspects that are crucial when introducing new ways of working within global organisations. He has successfully worked with Freshfields, RPC, PwC, Grant Thornton, Allianz, Vodafone, and other large and small organisations. Prior to thinknext, Christoph worked as a consultant at Headshift for over five years (later integrated with the global Dachis Group), a market leader in social business consulting. He has also worked at tibbr, an enterprise social network platform provider. Antony Smith is founder of Legal Project Management Limited and helps professionals in the legal sector to improve their project management capability. Antony does this by providing training, coaching, implementation, and consultancy services to legal service delivery organisations of all kinds. Antony is a non-practising solicitor with post-graduate level qualifications in law, computing, and project management. He is a member of the Association for Project Management (APM) and the Project Management Institute (PMI). He has spent his entire career in the legal services industry and has enjoyed project-based roles at Pinsent Masons, the School of Law Kings College London, Berrymans Lace Mawer, and Axxia/LexisNexis where he spent just over 10 years in the role of strategic project manager. Katharine Ward is legal knowledge manager for Vodafone's Global Legal Function. Katharine is responsible for ensuring Vodafone's global team of 400 lawyers and support staff have access to the core information and tools they need in order to provide a world-class legal service. Katharine has 16 years' experience and has held a range of information management roles in law firms, accounting firms, in-house legal teams, and law schools in both her native Australia and the UK. Katharine has a Bachelor of Arts degree (English and History) and a Master of Business (Information management). Matthew Whalley ran the Global Knowledge Management Programme for HSBC's Global Legal Function for six years. He was responsible for standardising their panel firms' approach to value-add - through technology, communications standards, and value-add reporting. In 2011 Matt joined Berwin Leighton Paisner to help develop their client KM/value-add offering. The firm has built-up a suite of value-add 'products' that can be used to solve almost any client KM issue - with the right delivery.In August this year Matt was appointed as head of BLP's Legal Risk Consultancy and he works with clients to identify, quantify, and mitigate their legal risks. He maintains an interest in legal knowledge management and how value-add services can be most effectively delivered to the mutual benefit of law firm and client.

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